Purchases and Sales Made in Q3 2022 in First Tr ETF Iii Municipal Hig (FMHI)
This table provides information about the institutional ownership of First Tr ETF Iii Municipal Hig (FMHI) during Q3 2022. The information is specifically focused on institutions that hold shares of FIRST TR ETF III MUNICIPAL HIG.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
6+ 0.02% |
$272 - $296
|
24.5K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$45.3 - $49.4
|
2K
$96.5K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-40- 0.53% |
$1.81K - $1.98K
|
7.5K
$362K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-42- 0.55% |
$1.9K - $2.08K
|
7.58K
$365K
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-185- 3.13% |
$8.39K - $9.14K
|
5.74K
$276K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-205- 15.28% |
$9.29K - $10.1K
|
1.14K
$54.8K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-266Closed |
$12.1K - $13.1K
|
0
$0
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-367- 7.07% |
$16.6K - $18.1K
|
4.82K
$232K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-375- 7.41% |
$17K - $18.5K
|
4.69K
$226K
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-460- 35.36% |
$20.9K - $22.7K
|
841
$40.5K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-515- 9.62% |
$23.3K - $25.4K
|
4.84K
$233K
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-516- 3.61% |
$23.4K - $25.5K
|
13.8K
$663K
|
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
SELL
|
- |
-524- 1.17% |
$23.8K - $25.9K
|
44.5K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-597- 2.49% |
$27.1K - $29.5K
|
23.3K
$1.13M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-778- 6.65% |
$35.3K - $38.4K
|
10.9K
$527K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.45K- 3.9% |
$65.6K - $71.5K
|
35.7K
$1.72M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.49K- 6.46% |
$67.7K - $73.8K
|
21.6K
$1.04M
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.89K- 14.49% |
$85.6K - $93.3K
|
11.1K
$537K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.04K- 18.93% |
$92.6K - $101K
|
8.75K
$422K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.17K- 18.23% |
$98.3K - $107K
|
9.73K
$469K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.55K- 91.73% |
$116K - $126K
|
230
$11.1K
|
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.17K- 27.79% |
$144K - $157K
|
8.25K
$398K
|
|
Oct 12, 2022
Q3 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-3.3K- 22.6% |
$149K - $163K
|
11.3K
$544K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.33K- 26.5% |
$151K - $164K
|
9.22K
$444K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.37K- 10.28% |
$153K - $166K
|
29.4K
$1.42M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-3.54K- 32.52% |
$160K - $175K
|
7.34K
$354K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.1K- 7.76% |
$186K - $202K
|
48.7K
$2.35M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.39K- 12.48% |
$199K - $217K
|
30.8K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-4.41K- 35.99% |
$200K - $218K
|
7.85K
$378K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4.89K- 85.38% |
$222K - $242K
|
837
$40.4K
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.82K- 43.4% |
$309K - $337K
|
8.9K
$429K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.2K- 3.77% |
$461K - $502K
|
260K
$12.5M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-11.3K- 28.04% |
$510K - $556K
|
28.9K
$1.39M
|
|
Oct 26, 2022
Q3 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-15.5K- 75.79% |
$701K - $765K
|
4.94K
$238K
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-20.6K- 31.45% |
$933K - $1.02M
|
44.8K
$2.16M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-22.2K- 49.17% |
$1.01M - $1.1M
|
23K
$1.11M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-22.2K- 49.17% |
$1.01M - $1.1M
|
23K
$1.11M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-37.7K- 49.62% |
$1.71M - $1.86M
|
38.3K
$1.85M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-48.3K- 73.72% |
$2.19M - $2.39M
|
17.2K
$830K
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
SELL
|
- |
-94.5K- 90.65% |
$4.28M - $4.67M
|
9.75K
$470K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-144K- 24.12% |
$6.54M - $7.13M
|
454K
$21.9M
|